RTM - Account Executive, SMB
TLDR
Own the demo pipeline, run calls for accounts under 200 doors, and maintain HubSpot records.
PlanOmatic
Account Executive, SMB
Reports To
Chief Revenue Officer (CRO)
Location
Philippines-based (remote); Employer of Record via Remote.com
Schedule
U.S.-aligned shift, 8:00 AM – 5:00 PM Mountain Time (subject to adjustment)
Compensation
OTE Breakdown: 75% base salary / 25% variable
Experience Level
2+ years in a sales support, sales operations, account executive or account management role, with experience running a pipeline independently
About PlanOmatic
PlanOmatic is a tech-enabled real estate media company that helps property managers and real estate professionals get their listings market-ready, fast. We're a growing, close-knit team that moves quickly and takes ownership of our roles.
About the Role
This role is a part of PlanOmatic's sales team and reports directly to our CRO. You'll own leads through the demo pipeline, from first booking to closed logo. This is a hands-on, individual-contributor role.
What You'll Do
- Own the leads-to-scheduled-demos pipeline: Move new leads onto the demo calendar and keep them progressing through the pipeline.
- Reschedule unsuccessful demo appointments: Own rebooking for no-shows and cancellations so leads don't fall out of the pipeline.
- Manage follow-ups from demo to new logo: Own the follow-up cadence from the demo through to when the client is considered a returning customer.
- Give demos for Starter and Small tier prospects: Run demo calls directly for smaller accounts (Less than 200 doors).
- Manage the Sage agent dashboard: Monitor PlanOmatic's Sage AI account-management agent.
- Maintain CRM hygiene for new business: Keep HubSpot records accurate and complete for new-business accounts moving through the pipeline.
What We're Looking For
- 2+ years of experience in sales support, sales operations, account executive, account management, or a similar revenue-facing role, including experience owning a pipeline or book of accounts independently.
- Strong preference for hands-on HubSpot experience; solid experience with another major CRM (Salesforce, Zoho, etc.) will also be considered.
- Excellent written and verbal English communication skills; comfortable owning client-facing conversations by phone, email, and zoom calls.
- Highly organized and self-directed, with a track record of managing multiple ongoing workstreams without things falling through the cracks.
- Comfortable working a U.S.-aligned schedule (8:00 AM – 5:00 PM Mountain Time).
- Experience supporting executive-level administrative work (expense reporting, calendar management) is a plus.
- Comfortable working with AI-assisted tools and software; no specific AI experience required, as training will be provided.
- No specific degree required. We care most about relevant experience and demonstrated ownership.
Benefits
Learning Budget
training will be provided
Remote-Friendly
Philippines-based (remote)
Visa Sponsorship
Employer of Record via Remote.com
PlanOmatic is a tech-driven company that automates the creation of professional photos, floor plans, and 3D tours for single-family rentals across the nation. By integrating seamlessly with property management software, we enable rental property managers and institutional owners to showcase their listings efficiently and effectively, transforming the real estate marketing landscape.